Stanford Univ's EgoNav system. A person walked campus for 5 hours with a camera rig capturing egocentric RGBD, pose & semantic data. This alone trained a diffusion model powering zero-shot navigation on a Unitree G1 humanoid. no robot data no fine-tuning

DeepSeek’s anticipated V4 will run on Huawei chips

~ per The Information

Big win for Huawei. Alibaba, ByteDance, Tencent, and other major Chinese tech firms are gathering hundreds of thousands of Huawei chips ahead of DeepSeek’s V4 launch.

Huawei’s Ascend 950PR (the newest design in its Ascend lineup) is slated to begin mass production this month (April 2026). Demand tied to the DeepSeek news has reportedly driven its price up ~20% in recent weeks.

DeepSeek has a track record of pushing domestic chip compatibility (e.g., earlier Ascend 910C support on prior models like R1/V3, where it achieved ~60% of Nvidia H100 performance in some benchmarks per DeepSeek-linked studies).

Past attempts to fully train larger models on Huawei silicon hit technical snags (e.g., 2025 R2 delays), but inference/optimization support has improved.

So much for export controls.

OpenAI’s Bob McGrew: AI agent startups should not price against human labor. Instead it should track compute+margin.
e.g. Human lawyers are costly because supply is limited; AI lawyers are effectively unlimited. AI removes labor scarcity by using compute

🚨 BREAKING: Artemis II is OFFICIALLY en route to the Moon after leaving Earth's orbit, and the crew is ECSTATIC!

PILOT Victor Glover: "The kid inside you just wants to hoot and holler!" 🤣

The translunar injection burn has been successfully and safely executed 🔥

"We are definitely 100% on our way to the moon. The lunar gravity will take over in a couple of days here and start pulling us around the far side. At the end of our translunar injection here about an hour and a half ago, we just really looked at each other and I know the United States has done this 1968 through 1972, but it's just, this is unbelievable that we can put our minds to something and pull it off!"

Agent Manager. Your control panel for parallel work.

Open multiple Kilo tabs, give each one a role, monitor everything from one place. Create git worktrees so agents work on isolated branches without stepping on each other's code. Merge, apply, commit, or open a PR when they're done.

kilo.ai

Inline code review. Leave line-level comments directly on agent diffs. Same workflow as reviewing a PR.

Click a line, type feedback, hit "Send all to chat." Every comment goes to the agent with file path, line number, and the relevant code as structured context.

Multi-model comparisons. Run the same prompt with Agent Manager through different models side by side. Claude Opus 4.6 vs GPT-5.4 on the same refactor. Pick the one that got closest.

kilo.ai

TRUMP PROPOSES DEEP 2027 BUDGET CUTS ACROSS KEY AGENCIES

🔸NASA: $18.8B requested, down $5.6B (-23%) from 2026
🔸EPA: $4.2B requested, down $4.6B (-52%)
🔸HHS: $111.1B requested, down $15.8B (-12.5%)
🔸NIH: $5B funding reduction proposed
🔸USDA: $20.8B requested, down $4.9B (-19%)

SpaceX will IPO at $2 Trillion this year.

This 2003 lecture proves Elon had the entire blueprint two decades ago.

Save and study this vision.

How do you actually evaluate a defense tech company?

The sector is exploding right now.

Autonomous systems.
Drone warfare.
Counter-UAS.
AI-driven ISR.

But defense tech is not like normal tech investing.

Contracts matter more than hype.
Backlog matters more than revenue.
Production capacity matters more than prototypes.

At we look at six core factors:

• market tailwinds
• technological advantage
• contracts and backlog
• production capacity
• ecosystem positioning
• management execution

Understanding these dynamics is essential for anyone allocating capital into the defense technology sector.

The Defense Tech Investor Playbook breaks down the framework we use.

> Massive leak of Claude Mythos project materials.
> The leak occurred due to an erroneously public GitHub repository.
> Hidden models revealed: Fennec and Opus 4.7.
> KAIROS system discovered, featuring "dreaming" and autonomous modes.
> A "computer use" function for direct PC control is planned.
> The leak consists of 512,000 lines of source code.
> The leak confirms this is the most powerful AI, capable of changing the world.

AMAZON DATA CENTER TO BE BUILT NEXT TO NUCLEAR POWER PLANT

$AMZN has proposed up to eight data center buildings adjacent to the Calvert Cliffs Nuclear Power Plant in Lusby, Maryland, working directly with Constellation as the plant’s operator. The site is already zoned for heavy industrial use. No rezoning required.

Calvert Cliffs generates around 40% of Maryland’s total electricity and 80% of its clean power. That is not a coincidence. That is a site selection criterion.

This would be AWS’s second nuclear-adjacent campus on the East Coast, following the $650 million Susquehanna-connected site acquisition in Pennsylvania in 2024.

The energy crisis isn't coming

⚠️It's already moving

And it hits different places at different times.

🔴 Asia In Progress. Right now.

🟠 Middle East & Africa Beginning of April

🟡 Europe Mid-April

🔵 Australia Mid-April

⚪ United States May

Tokyo felt it first.
Frankfurt is next.
Houston thinks it has time.
It doesn't.

The wave doesn't stop.... It just arrives later.

The world keeps saying coal is dying.

The data says otherwise.

8.77 billion tonnes🥇A new record.

Coal is still the world's single largest source of electricity.

87% of global energy still comes from hydrocarbons.

That massive blue block at the bottom?

China alone consumes more coal than the entire rest of the world combined.

China imports 5.2 mb/d of oil through Hormuz.
China imports 20% of its LNG through the same strait.

Both now disrupted and expensive.

So what keeps China's factories running while Hormuz is closed?

Coal.

India is doing the same.

The "energy transition" narrative looks very different when your oil supply just got cut off.

For half the world, coal it's the backup plan.
And the backup plan just got activated.

UBTECH’s Walker S2 Takes on a Human in a Live Tennis Rally

Russia stops ammonium exports for one month

- Ammonium is a key ingredient in synthetic fertilizer
- Russia controls ~40% of global ammonium trade
- ~24% of global supply went through Hormuz

This compounds an already tight fertilizer market

Reminder:

Synthetic fertilizers support ~50% of global food production... meaning any disruption feeds directly into lower yields and reduced food supply

The longer these shortages persist, the higher the risk of regional food crises and famine.

Lockdowns, CBDC and rationing are coming. Are you ready?

"There are no further shipments 'of kerosene' arriving in the UK"

"Is Europe going to go first and collapse? Is Southeast Asia going to go first and collapse? The global economy, it is a certainty"

Europe remains dependent on the US, particularly SpaceX, for most of its launches and is hampered by significantly lower launch cadence and higher costs compared with the US, as well as a low number of spaceports.

The latest IISS–Europe research paper discusses three models available to European allies and institutions to advance military capacity in space.